{"id":1265,"date":"2021-09-27T09:38:41","date_gmt":"2021-09-27T09:38:41","guid":{"rendered":"https:\/\/www.assetallocationawards.nl\/?p=1265"},"modified":"2021-09-27T09:44:37","modified_gmt":"2021-09-27T09:44:37","slug":"emerging-markets-en-de-economische-impact-van-covid-19","status":"publish","type":"post","link":"https:\/\/www.assetallocationawards.nl\/2021\/emerging-markets-en-de-economische-impact-van-covid-19\/","title":{"rendered":"Emerging markets en de economische impact van COVID-19"},"content":{"rendered":"<p>Emerging markets en de economische impact van COVID-19. Alpha Research sprak met <strong>Eugene Podkaminer<\/strong>, CFA \u00b7 EVP, Head of Research bij\u00a0<strong>Franklin Templeton<\/strong>. Met het rapport \u2018Asset Allocation Views\u2019 is Franklin Templeton winnaar van de\u00a0<a href=\"https:\/\/www.assetallocationawards.nl\/terugblik\/asset-allocation-awards-2021\/\" target=\"_blank\" rel=\"noopener\">Asset Allocation Awards<\/a>\u00a0voor de beleggingscategorie asset allocatie.<\/p>\n<h2>Emerging markets<\/h2>\n<p>Hoe kijkt Franklin Templeton naar het vermogen van regeringen van opkomende markten om de economische impact van de COVID-19-pandemie te compenseren?<\/p>\n<p>&#8220;Overheden van opkomende markten zijn over het algemeen minder goed uitgerust om de gevolgen van de pandemie te verzachten in vergelijking met hun tegenhangers in ontwikkelde markten. Net als voor ontwikkelde markten verwachten we bij het ingaan van kalenderjaar 2022 een zekere fiscale belemmering voor opkomende markten. Aangezien het niveau van fiscale accommodatie echter lager was dan in de ontwikkelde markten, zullen opkomende markten waarschijnlijk minder last hebben van de fiscale belemmering dan hun ontwikkelde tegenhangers. Een kanttekening die we hier maken, is dat veel van de fiscale accommodatie in ontwikkelde markten diende als inkomensoverdracht van overheden naar huishoudens. Een aanzienlijk deel van het &#8220;spaaroverschot&#8221; staat nog steeds op de balansen van huishoudens in de ontwikkelde markten, wat zou moeten dienen als buffer voor een toekomstige economische vertraging.<\/p>\n<p>In sommige landen, met name China, benadrukt het beleid de impact van COVID via het opleggen van een hardhandig beleid om de verspreiding van COVID in te dammen. Deze preventieve maatregelen bevriezen de economische activiteit en wegen zwaar op zowel de consumptie als de industri\u00eble productie. We verwachten dat China negatief wordt be\u00efnvloed door hun COVID-beleid en beschouwen ze als een regio met de minste voorkeur vanuit een macrolens. Zelfs nu de Chinese autoriteiten de meest recente Delta-golf hebben aangepakt, verwachten we dat er meer zullen volgen, gezien het zeer reproductieve karakter van deze variant.&#8221;<\/p>\n<h3>Winnaars in Awards MAGAZINE<\/h3>\n<p>Lees meer over de Asset Allocatie winnaar Franklin Templeton in het\u00a0<a href=\"https:\/\/www.assetallocationawards.nl\/2021\/asset-allocation-awards-magazine-maart-2021\/\" target=\"_blank\" rel=\"noopener\">Awards MAGAZINE<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Alpha Research sprak met Eugene Podkaminer, Franklin Templeton, winnaar van de Asset Allocation Awards. Hoe kijkt Franklin Templeton naar &#8230;<\/p>\n","protected":false},"author":4,"featured_media":1267,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[8],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Emerging markets en de economische impact van COVID-19 &#8226; Asset Allocation Awards<\/title>\n<meta name=\"description\" content=\"Emerging markets en de economische impact COVID-19. 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